Financial Synergies Wealth Advisors, Inc. Dimensional ETF Tr Transaction History

Financial Synergies Wealth Advisors, Inc.

  • $822 Billion
  • Q1 2025

A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 20,063 shares of DFAI stock, worth $679,132. This represents 0.08% of its overall portfolio holdings.

Number of Shares
20,063
Previous 19,751 1.58%
Holding current value
$679,132
Previous $577 Million 8.64%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$28.88 - $32.4 $9,010 - $10,108
312 Added 1.58%
20,063 $627 Million
Q4 2024

Jan 27, 2025
BUY
$29.0 - $31.6 $4,466 - $4,866
154 Added 0.79%
19,751 $577 Million
Q3 2024

Oct 07, 2024
BUY
$28.69 - $32.06 $3,155 - $3,526
110 Added 0.56%
19,597 $623 Million
Q2 2024

Jul 23, 2024
BUY
$28.93 - $30.91 $8,505 - $9,087
294 Added 1.53%
19,487 $578 Million
Q1 2024

Apr 12, 2024
SELL
$27.74 - $30.27 $40,500 - $44,194
-1,460 Reduced 7.07%
19,193 $580 Million
Q4 2023

Apr 04, 2024
SELL
$24.88 - $28.69 $5,747 - $6,627
-231 Reduced 1.11%
20,653 $517 Million
Q3 2023

Apr 04, 2024
BUY
$26.0 - $28.17 $2,886 - $3,126
111 Added 0.53%
20,884 $545 Million
Q2 2023

Apr 04, 2024
BUY
$26.46 - $28.05 $1,296 - $1,374
49 Added 0.24%
20,773 $568 Million
Q1 2023

Apr 04, 2024
BUY
$25.21 - $27.45 $1,789 - $1,948
71 Added 0.34%
20,724 $559 Million
Q4 2022

Apr 04, 2024
BUY
$21.47 - $25.85 $442,561 - $532,846
20,613 Added 51532.5%
20,653 $517 Million
Q3 2022

Apr 04, 2024
SELL
$21.44 - $25.78 $78,341 - $94,200
-3,654 Reduced 98.92%
40 $859,000
Q2 2022

Apr 04, 2024
BUY
$23.87 - $28.49 $88,175 - $105,242
3,694 New
3,694 $89.2 Million

Others Institutions Holding DFAI

# of Institutions
645
Shares Held
235M
Call Options Held
500
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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